KPE
the reason CF stepped back at HVO was because he doesnt run companies he creates them. He has said many times he has a short attention span. He recognised in Mo the ideal man to run the company as he had a background in CROs plus he was more able to talk to Initis something CF realises he is not good at, again he has said this. Mo and he worked together for a while before he promoted Mo to CEO that is why he felt he was the idea man for the job. I dont think there is any animosity between them regards who is in charge. CF sold out to focus his cash on other ventures and left without dropping the share price when an insiti, which Mo clearly got on board, offered to buy him out. He said at the time he wanted a more rocket growth type company rather that a safe boring CRO turning out cash on a regular basis. It does not suit his mind set. All this was in the presentations. |
 KPE
There's a lot of hindsight comments in your post, which were my assertion over a year ago. Most of them were my assertions from over a year ago.
"In a few years CF accomplished a considerable amount and left the business in extremely good health"
Has CF left?
"He was always looking to sell the business"
Yes, that's why my assertion was this was being talked up.
"always encouraged investors to take profit along the way."
Did he? Why didn't the rampers say this whilst they were pumping these. The ramping was that CF retained a significant chunk, MO is in charge, II know better, anything and everything to over play the potential.
"Also the company had problems encouraging institutions to come on board. "
Again, I mentioned this over a year ago.
"wether it was because CF had a very significant holding or because he was seen as a loose lips sink ships kind of a guy."
CF was still the chairman when Octopus were buying. So your comment doesn't add up.
sikhthetech - 03 Jan 2024 - 11:59:03 - 5779 of 8910 hVIVO plc - HVO
If I traded these this time, I would be saying I've sold.
I traded trmr, whilst maintaining a negative stance. Sold them at 844p.
I traded Byot, whilst maintaining a negative stance. Sold them at 8p
Traded both because the gang and their multiple ids were pumping/dumping them.
Let's see if sell at 26.6p is another good call.
Nomad target price 29p.
Huge options held by CEO
Lack of significant revenue growth, despite the new facility.
Declining cash
NO evidence of significant buying by Institutions.
No evidence of Institutions holding > 3%
Lots of small trades to push the share price higher.
This is being talked up |
KPE..The Pandemic changed the fortunes of Hvivo.
CF bought Hvivo 2 months before Covid.
Without the Pandemic Open Orphan and Hvivo would be gone.
Abdolutly NOTHING from the Open Orphan pipeline has materialised.NOTHING.It brought nothing to Hvivo.
It looks like investment in the Infectious disease space has topped for now and it doesn't help when you have a vaccine denier as the potential Health Secretary in the US who says he's going to rip apart the FDA.
He also has issues mRNA vaccines! |
I don’t think it took an in depth analysis to conclude that some biggish contracts were needed to achieve 2025 figures anywhere near 2024 and that time was and is close to running out to get any rescue.
Combine that with lots of ii buying around 30p yet there was no increased share price
Plus the share appears to be of intense interest to certain advfn posters who have shown a tendency to post repeatedly that everything is ok, Mo is a hero, etc. just before the share price starts falling, although in reality we don’t know if they are selling out or top slicing while posting.
Anything that attracts the herd on advfn should carry a wealth warning. |
The consensus is that CF sold because he's in the know. Maybe. In a few years CF accomplished a considerable amount and left the business in extremely good health especially for an aim company and even beyond that. He was always looking to sell the business and always encouraged investors to take profit along the way. He also liked to talk, which when mo arrived the mouth was gagged immediately. My guessing is CF likes to be in charge and doesn't want to be told what to do, so the relationship somewhat soured. Also the company had problems encouraging institutions to come on board. Wether that was because the lack of shares they could get their hands on or wether it was because CF had a very significant holding or because he was seen as a loose lips sink ships kind of a guy.Who knows. What we do know is fundamentals still look good and we make good profit. |
so what good for him a nice profit pity he bought the disaster they call poolbeg |
The facts are Cathal Friel sold out at 28p now the share price is 17p. |
Just what is a poor T/U though, it would have to be catastrophic to make this tank much further.
It's not like any deficit will require a fundraiser to make up the difference, the cash pot is huge and so I think some are making the most out of this until the update.
If there was a material change in forecasts, then the NOMAD would insist they announce such change, so I think it won't be as good, or as bad as people think, but a general downgrade on expectations with the caveat of contracts being worked on... |
in other words please sell i want a better buying price . seen it all before freil sold at 28p 3 weeks later it was 30.6p if he did not sell he would this year have been taxed to the hilt under the disaster they call labour . instis still buying are you telling me a major share holder does not speak to the company f me lol |
There is no doubt whatsoever that Cathal would have had better knowledge of HVO than any research Octopus could have carried out. Cathal dumped his entire holding just under 30p Octopus are averaging down with a 40 percent loss with share price sitting at 17p.I dread ro think where the share price would be if it wasn't for Octopus. It's quite frightening actually. A poor T/U in February and this share price is going to tank even further. Mo really needs to pull something special out of the bag here. |
Agreed there is a question mark over the quality of Octopus managers--Titan vct fund has been a disaster over the past couple of years
They will almost certainly have had a call with Mo yesterday and must have been reassured
I do wonder about the endgame here--possibly a takeout-someone like SGS? |
Pogue
I agree that Octopus are buying for the long term not a quick trade, but I do have to question just how good their research is when they have lost 40% of the value of their early buys. Do ,they have solid information of for future revenues or are they just averaging down on the same sort of information they lost 40% of their investment on.
Sam |
Long HVO for a quick bounce at 17.1p
I had one go earlier here when it had a big plunge down to low 20's and it didn't work. The bounce happened just abit below my go.
Second go...
There is a big buyer at 16.75p...but the chart is pants..
Cant call a bottom here yet
Might have a technical bounce though
Stop at 16.5p...if those market makers disappear off there should the bounce not happen
Firmer price moves needed to call a bottom
Firmer bottoms indeed
All imo
DYOR |
Big chunk gone through today- see if its enough to turn the ship around... |
Pogue
"Makes a lot of sense for them to top up at these prices as I am sure they have done more research than the vast majority of those posting here."
I believe the chairman knows more about the company than any II, PI or BB poster.
Do you agree?
The chairman dumped majority of his holding and then the entire remaining holding just 4 working days after the July TU. He sold at 28p/29p, which just happens to be Nomad's target price from a year ago.
It also happens to be around the price I mentioned over a year ago.
Coincidence?? |
I should have put “bargain”; in quotes - it was a reference to the posters that decided institutional buying at 30p was a sign of an imminent price hike!
I think they missed the implication of significant ii buying that nevertheless didn’t cause the price to rise. |
GregB
do you think Octopus would buy one month then sell the next? The size of their holding does not look like a fast in and out trade they are long term buy and hold of undervalued assets. Makes a lot of sense for them to top up at these prices as I am sure they have done more research than the vast majority of those posting here. |
Imagine where the share price would be if Octopus weren't buying. Sub 10p probably. |
Phew!! Thank goodness Octopus are still buying and not offloading. |
HVO the gift that keeps on giving. A traders dream. I can't wait until February when this share price drops to 12p. Octopus must be furious while Cathal is laughing his head off. |
Where's 1gw and his mates??
Opinions are fine but big question for 1gw and his mates...
I warned and questioned why do virtually every share ramped by 1gw/his mates (ex blnx gang) crash?
Only 1.5 weeks into 2025 and 1gw already has 3 crashed.
NTQ - down 75% last week on placing.
Polb - down 40%, after announcing tie up with HOOK.
HVO - down 40% from peak
That's following several which crashed in 2024
1gw, given you portray yourself as a well researched poster, why do virtually all your shares crash and on red flags/warnings I post?
You make a dodgy 2nd hand car salesman sound honest.
How many multiple ids do you have and why? |
LFDKMP
"Visibility and sentiment"
That's been the case for over a year. Yet you/ your mates were ramping these suggesting great future, cash and IIs buying.
Ramping, over playing the visibility and sentiment game.
Obviously you haven't sold a single share and have been taking advantage and loaded up on the way down from 30p!!!
sikhthetech - 03 Jan 2024 - 11:59:03 - 5779 of 8910 hVIVO plc - HVO
If I traded these this time, I would be saying I've sold.
I traded trmr, whilst maintaining a negative stance. Sold them at 844p.
I traded Byot, whilst maintaining a negative stance. Sold them at 8p
Traded both because the gang and their multiple ids were pumping/dumping them.
Let's see if sell at 26.6p is another good call.
Nomad target price 29p.
Huge options held by CEO
Lack of significant revenue growth, despite the new facility.
Declining cash
NO evidence of significant buying by Institutions.
No evidence of Institutions holding > 3%
Lots of small trades to push the share price higher.
This is being talked up |
Not sure it was a bargain at 30p to be honest. Looking quite miserable at the moment. Sentiment is rock bottom. Long term holders of HVO and POLB must be kicking themselves for not cashing last summer. |
Well its now twice the bargain it was at 30p. |
My thoughts exactly, 2024 in the bag and 2025 only 13 days in. Surely no one spends millions moving premises with greater capacity for no reason. |
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